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Special Proceedings Case Summaries

1. The court dismissed a money claim against an estate for failure to pay docket fees, attach a certification, and provide personal service. However, the Court of Appeals ruled these were too strict an application of the rules and reversed, noting contingencies in the rules. 2. The trial court revoked the appointment of a special administrator due to criminal cases against him. The Court of Appeals affirmed, noting courts have discretion in appointing special administrators. 3. The court dismissed affidavits challenging heirs' claims, noting the challengers must first establish themselves as legal heirs of the deceased through a special proceeding before filing a property case.

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0% found this document useful (0 votes)
369 views4 pages

Special Proceedings Case Summaries

1. The court dismissed a money claim against an estate for failure to pay docket fees, attach a certification, and provide personal service. However, the Court of Appeals ruled these were too strict an application of the rules and reversed, noting contingencies in the rules. 2. The trial court revoked the appointment of a special administrator due to criminal cases against him. The Court of Appeals affirmed, noting courts have discretion in appointing special administrators. 3. The court dismissed affidavits challenging heirs' claims, noting the challengers must first establish themselves as legal heirs of the deceased through a special proceeding before filing a property case.

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gilbertmalcolm
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© Attribution Non-Commercial (BY-NC)
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Download as DOC, PDF, TXT or read online on Scribd

Special Proceedings CASES

1. Tan vs Gedorio Facts: Upon the death of Gerardo Tan on Oct. 14, 2000, private respondents Rogelo Lim S ga and !elen Tan Racoma, "ho "ere claiming to #e the children of the decedent moved for the appointment of their attorne$%in%fact, Rom aldo Lim as special administrator. This "as opposed #$ the petitioner &ilma Tan, 'a(e Tan and Geraldine Tan, claiming that none of the respondents can #e appointed since the$ are not residing in the co ntr$, that Rom aldo does not have the same competence as &ilma Tan "ho "as alread$ acting as the de facto administratri) of the estate, and that the nearest of (in, #eing the legitmate children, is preferred in the choice of administrator *claiming that the respondent "ere illegitmate children+. !o"ever, pon fail re of &ilma to follo" a co rt directive to acco nt for the income of the estate, the co rt granted Rom aldo,s appointment as special administrator. -etitioners appealed to the .o rt of /ppeals and "as denied, hence the petition for revie" on certiorari. Issue: 0hether or not the co rt violated Sec. 1, R le 23 of the R les of .o rt in their selection of a special administrator. Ruling: The preference nder Section 1, R le 23 of the R les of .o rt for the ne)t of (in refers to the appointment of a reg lar administrator, and not of a special administrator, as the appointment of the latter lies entirel$ in the discretion of the co rt, and is not appeala#le. 4f petitioners reall$ desire to avail themselves of the order of preference , the$ sho ld p rs e the appointment of a reg lar administrator and p t to an end the dela$ "hich necessitated the appointment of a special administrator. Comment: The co rt "as correct in granting the appointment of Rom aldo as special administrator since it "as sho"n that &ilma "as in remiss after failing to follo" the series of directives and e)tension given to her to acco nt for the estate. 2. Co vs Rosario Facts: -etitioner L is .o and &icente 5 "ere appointed #$ the Regional Trial .o rt of 6a(ati on 6arch 4, 1773, as special co%administrators of the estate of petitioner,s father. !o"ever, pon motion of other heirs, petitioner,s appointment "as set aside, "here#$ petitioner nominated his son, /lvin .o, in his place, "hich "as granted #$ the co rt. 8o r $ears later, ho"ever, the RT., pon motion of one the heirs, revo(ed the appointment of /lvin in vie" of the several criminal cases filed against the latter. -etitioner files petition for revie" on certiorari nder R le 49.

Issue: 0hether or not the co rt erred in revo(ing /lvin .o,s appointment as special co% administratro. Ruling: The trial co rt did not act "ith grave a# se of discretion in revo(ing /lvin:s appointment as special co%administrator. Settled is the r le that the selection or removal of special administrators is not governed #$ the r les regarding the selection or removal of reg lar administrators. .o rts ma$ appoint or remove special administrators #ased on gro nds other than those en merated in the R les, at their discretion. The special administrator is an officer of the co rt "ho is s #;ect to its s pervision and control and "ho is e)pected to "or( for the #est interest of the entire estate, especiall$ "ith respect to its smooth administration and earliest settlement. Comment: The .o rt r led "isel$ #eca se in s ch state, /lvin "ill #e too occ pied defending himself from the n mero s criminal case file against him to the detriment of his ;o# as special co%administrator. /nd also, same "ith the previo s case, the prolonged litigation on the simple iss e of the removal of a special co%administrator co ld have #een avoided if the trial co rt promptl$ appointed a reg lar administrator. 3. Alan Sheker vs state o! Alice Sheker Facts: The "ill of /lice She(er "as admitted #$ the co rt and thereafter all creditors "ere ordered to file their respective claims against the estate. On Oct. 2, 2002, a contingent claim for agent,s commission in the total amo nt of -431,290.00 "as filed #$ petitioner. !o"ever, the e)ec tri) of the estate moved for the dismissal of the mone$ claim on the gro nd that no doc(et fee "as paid, no certification for non%for m shopping "as attached, and no "ritten e)planation "as made as to "h$ there "as no personal service of the claim. The co rt thereon dismissed the claim. Issue: 0hether or not the co rt erred in dismissing the mone$ claim for fail re to pa$ the doc(et fee, attach a cert. of non%for m shoping, and ma(e a personal service. Ruling: The co rt erred in strictl$ appl$ing Sec. 2, R le 22 of the R les of .o rt #eca se s ch calls also for practica#ili$ for it to appl$ other than the a#sence of special provisions. The certification of non%for m shopping is re< ired onl$ for complaints and other initiator$ pleadings. The RT. erred in r ling that a contingent mone$ claim against the estate of a decedent is an initiator$ pleading. On the iss e of filing fees, the .o rt r led in -asc al v. .o rt of /ppeals, that the trial co rt has ; risdiction to act on a mone$ claim *attorne$,s fees+ against an estate for services rendered #$ a la"$er to the administratri) to assist her in f lfilling her d ties to the estate even "itho t pa$ment of separate doc(et fees #eca se the filing fees shall constit te a lien on the ; dgment

p rs ant to Section 2, R le 141 of the R les of .o rt, or the trial co rt ma$ order the pa$ment of s ch filing fees "ithin a reasona#le time. on the iss e of personal service, as in 6 sa v. /mor, a "ritten e)planation "h$ service "as not done personall$ =might have #een s perfl o s> #eca se the distance from the petitioner,s residence and the respondent co rt is ver$ far. -etition granted. Comment: 5es, in this case the co rt "as too #linded "ith its sense of d t$ to follo" to the r les to the letters. The co rt sho ld have rela)ed and li#erall$ constr ed the proced ral r le on the re< irement of a "ritten e)planation for non%personal service, in the interest of s #stantial ; stice. ?eca se in the end, it "o ld #e the estate that "o ld #enefit pon #eing given notice of a mone$ claim against it so it can #e inspected and verified. ". Re#es vs nri$ue% Facts: -etitioners claim to #e the la"f l heirs of @ionisia Re$es "ho co%o"ned the s #;ect parcel of land located in Talisa$, .e# , "ith /nacleto .a#rera. On the other hand respondents, claim to #e the heirs of /nacleto .a#rera, as h s#and and da ghter of /nacleto,s da ghter. On ' ne 17, 1777, petitioners -eter and @e#orah /nn Anri< eB, sold 200 s<. m. o t of the 1091 s<. m. for -200,000.00 to Spo ses @ionisio and .atalina 8ernandeB *Spo ses 8ernandeB+, also their co%respondents in this case. 0hen Spo ses 8ernandeB, tried to register their share in the s #;ect land, the$ discovered that certain doc ments prevent them from doing soC *1+ /ffidavit #$ /nacleto .a#rera dated 6arch 11, 1792 stating that his share in Lot Do. 1391, the s #;ect propert$, is appro)imatel$ E17 s<. m.F *2+ /ffidavit #$ @ionisia Re$es dated ' l$ 1E, 1727 stating that /nacleto onl$ o"ned G of Lot Do. 1391, "hile E02.99 s<. m. #elongs to @ionisia and the rest of the propert$ is co%o"ned #$ Dicolasa ?acalso, ' an Re$es, 8lorentino Re$es and 6a)imiano @ico. /lleging that the doc ments are fra d lent and fictitio s, the respondents filed a complaint for ann lment or n llification of the aforementioned doc ments and for damages. The$ li(e"ise pra$ed for the >repartition and res #division> of the s #;ect propert$. The RT. dismissed the case, # t pon appeal it "as reversed, hence the petition. Issue: 0hether or not the respondents have to instit te a special proceeding to determine their stat s as heirs of /nacleto .a#rera #efore the$ can file an ordinar$ civil action to n llif$ the affidavits of /nacleto .a#rera and @ionisia Re$es. Ruling: 5es, the determination of "ho are the legal heirs of the deceased co ple m st #e made in the proper special proceedings in co rt, and not in an ordinar$ s it for reconve$ance of propert$. This m st ta(e precedence over the action for reconve$ance. The respondents have $et

to s #stantiate their claim as the legal heirs of /nacleto .a#rera "ho are, th s, entitled to the s #;ect propert$. The R les of .o rt provide that onl$ a real part$ in interest is allo"ed to prosec te and defend an action in co rt. / real part$ in interest is the one "ho stands to #e #enefited or in; red #$ the ; dgment in the s it or the one entitled to the avails thereof. S ch interest, to #e considered a real interest, m st #e one "hich is present and s #stantial, as disting ished from a mere e)pectanc$, or a f t re, contingent, s #ordinate or conse< ential interest. Comment: This r ling of the co rt is onl$ proper #eca se if people are allo"ed to file claims "itho t verif$ing first their respective interest, then the "hole s$stem "ill #e in sham#les. ?eca se then, co rts "o ld tr$ to decide on claims # t onl$ to find o t later that the claimants do not reall$ have interest to the claim, "asting the co rts time,mone$, and reso rces.

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